Create customer record in JobProgress from new appointment in RepCard
Create customer record in JobProgress from new appointment in RepCard
Create customer records in JobProgress whenever a new appointment is set in RepCard. This reduces manual entry and ensures accurate data synchronization, leading to faster onboarding and improved operational efficiency.
Zap details:
Overview
Create customer records in JobProgress whenever a new appointment is set in RepCard. This reduces manual entry and ensures accurate data synchronization, leading to faster onboarding and improved operational efficiency.